Who Owns UDI?
USCF ESG Dividend Income Fund — Institutional Ownership & 13F Holdings
$34.33
+0.03 (+0.09%)
Market Cap
$6.3M
Shares Outstanding
186,093
Institutional Holders
4
Total Inst. Value
$1.2M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
0
Closed Positions
3
Increased
2
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Walkner Condon Financial Advisors LLC | $673K | 22,865 |
| 2 | OSAIC HOLDINGS, INC. | $316K | 10,725 |
| 3 | GTS SECURITIES LLC | $242K | 8,207 |
| 4 | Envestnet Portfolio Solutions, Inc. | $2K | 51,298 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Walkner Condon Financial Advisors LLC | +4K | $673K |
| Envestnet Portfolio Solutions, Inc. | +672 | $2K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GTS SECURITIES LLC | -11K | $242K |
| OSAIC HOLDINGS, INC. | -17 | $316K |
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Frequently Asked Questions
How many institutional investors hold UDI?
As of Q1 2025, 4 institutional investors report holding UDI (USCF ESG Dividend Income Fund) in their 13F filings.
Which hedge fund owns the most UDI?
The largest institutional holder of UDI is Walkner Condon Financial Advisors LLC with $673K in shares.
Are institutions buying or selling UDI?
This quarter, 0 institutions opened new positions in UDI and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.